Optiemus Infracom Limited has informed the Exchange about Investor Presentation
OPTIEMUS · price
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Optiemus Infracom filed its Q3 FY26 investor presentation alongside quarterly results. On a standalone basis, operating revenue jumped 39.7% YoY to ₹20,295 lakhs, but EBITDA fell sharply to ₹589 lakhs from ₹799 lakhs, with margins compressing to 2.90% from 5.50%; standalone PAT was nearly flat at ₹507 lakhs. On a consolidated basis, revenue declined 8.8% YoY to ₹43,001 lakhs and PAT dropped to ₹1,223 lakhs from ₹1,678 lakhs, though consolidated EBITDA margin edged up slightly to 7.71%. The presentation highlighted 7 new partnership wins across fintech hardware (PhonePe Soundbox, Mosambee/Pine Labs POS), telecom networking (Accton), IoT modules, Realme power banks, and a new mobile EMS customer. The company also inaugurated India's first cover-glass finishing facility with Corning in Tamil Nadu, with trial production starting April 2026.
Mixed quarter for shareholders: standalone topline was strong but margins took a hit, while consolidated numbers weakened across the board. The bigger story is the order pipeline — multiple new partnerships are set to go live from April 2026, and the Corning glass facility opens a new revenue vertical from FY27, which could be near-term positives for the stock.